Classification General page

The Classification right-click Properties - General page displays the top level details, if applicable, for the level you are working on.

You can set the following defaults:

  • Name - name of the Classification.

    The name will be included in the title of the record, for instance if you created a document under Legal - Department, the title would display as Legal - Department - <record name>.

  • Home - default Home Location for records created under this Classification.

    This is the Location where the records in the Classification should reside when they are not in use.

    Setting the Home Location:

    1. Type the Location in the Home field and click KwikSelect
    2. Select the correct Location from those in the list

      -- or --

      Click KwikSelect and select the Location from the list

  • Owner - the Owner or Owner group for the record.

    All people belonging to the Owner Location have the ability to modify any Access Controls that are set.

    Setting the Owner Location:

    1. Type the Location in the Owner field and click KwikSelect
    2. Select the correct item from the list or click KwikSelect and select the Location from the list
  • Retention Schedule - the number of the Retention Schedule that will be applied to all records created with this Classification.

    Linking a Retention Schedule to a Classification:

    1. Type the Retention Schedule in and click KwikSelect
    2. Select the correct Retention Schedule from the list

      -- or --

      Click KwikSelect and select the Retention Schedule from the list

  • Record Class - sets the class of any records created at this level.

    Choose the appropriate class from the list:

    • Vital
    • Corporate
    • Workgroup
    • Personal
    • Reference
    • Temporary

    When you set the record class to Vital and the Content Manager feature Vital Alerts in the System Options Features page is enabled, Content Manager generates a scheduled task for all new records using this Classification. See Scheduled tasks.

  • Approver - available if the option Administration - System Options - Classification page Classifications need to go through an approval process before being put into use is selected

    NOTE:

    The right-click command Approve is available only to the named approver, regardless whether they have Modify access or not.

    You cannot use unapproved Classifications to create records or for searching.

  • Default Jurisdiction

    Select a jurisdiction or group that Content Manager should apply to all new records with this Classification.

    See Working with jurisdictions.

  • Default Record Access - sets the Access Control and security defaults to be inherited by records created using the Classification.

    See Applying security and Access Control defaults.

  • Record Exclusions - displays the Record Exclusions dialogue box that enables you to set default Exclusions for records created with the Classifcation. See Exclusions for more details.